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Sponsor portfolioTH

THREE RIVERS FEDERAL CREDIT UNION

EIN 35-0885395-financial services-Latest filing 2025
Plans
2
Retirement
1
$46.6M assets
Welfare
1
$383K premiums
Participants
1,171
1605 NORTHLAND BOULEVARD - FORT WAYNE, IN 46825260-487-3357LinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$46.6M - 680 part#502Mixed-$383K - 712 lives

Benefits portfolio analytics

1 plan / $383K premiums / 712 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$180K
  • Long-term disability$180K
  • Other$119K
  • Life$90K
  • Vision$84K
Total $383K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA67%
  • DELTA DENTAL OF CALIFORNIA22%
  • COMPLETE WELLNESS SOLUTIONS, LLC8%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
Total $383K4 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • GIBSON INSURANCE AGENCY, INC.74%
  • JAMES R NELLIGAN & ASSOCIATES LLC26%
Total $120K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

3RIVERS RETIREMENT PLAN

401k

Assets$46.6M
Participants680
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

3RIVERS WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$383K
Covered lives712
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
0013RIVERS RETIREMENT PLAN401k$46.6M6802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
5023RIVERS WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$383K7122025
Retirement plans
Welfare plans
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